KRISTI KOEPFER
Noblesville
Summary
Astute professional highly skilled in customer service and relationship building. Talented individual offering dynamic skills in data entry, telephone support and records oversight. Friendly and analytical professional proficient in Excel, Word, and Encompass.
Overview
11
11
years of professional experience
Work History
Options Counselor
CICOA Aging And In-Home Solutions
12.2023 - Current
- Improved client satisfaction by providing personalized options counseling and support.
- Developed comprehensive care plans for clients, ensuring their needs were met effectively.
- Assisted clients in accessing appropriate resources and services, improving their quality of life.
- Collaborated with a multidisciplinary team to address clients'' needs holistically and efficiently.
Processor
E Mortgage Capital- DMR CAPITAL LLC
05.2023 - 10.2023
- Processing loan applications and ensuring all necessary documentation is complete and accurate.
- Maintaining accurate records of all loan transactions and ensuring compliance with all applicable regulations and guidelines Interacted regularly with peers and management to pursue continuous improvement of facility operations and promote teamwork-focused environment.
- Communicating with loan officers, underwriters, and borrowers to resolve any issues or concerns that arise during the loan process.
- Reviewing credit reports, employment information, and other financial documents to determine borrower eligibility.
Underwriting Analyst/Processor/Sales Assistant Team Member
The Federal Savings Bank
08.2020 - 05.2023
- Reviewed credit reports, financial statements and transactions to verify accuracy and completeness.
- Calculated applicants’ income, standard and self-employed to determine financial stability of applicants to repay loan
- Served bankers, internal staff and borrowers by offering alternative options and explaining credit decisions.
- Contacted borrowers to gather additional information to make appropriate lending decisions.
- Specialized in non-delegated and Jumbo lending.
Loan Coordinator
Magnolia Bank, Peoples Bank
07.2013 - 08.2020
- Carefully analyze documents and inform clients and third parties of missing items to ensure a timely closing
- Work with management to achieve goals and loan quotes and assist office manager with disclosures, appraisals, title orders, inventory and reports
- Train new employees on company loan procedures
- Complied with regulatory requirements of Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
Education
Clinical Psychology
Augusta State University
August, GABachelor of Arts And Sciences - Psychology, Sociology (Criminal Justice)
Wright State University
Dayton, OhioSkills
- Client Relationships
- Service Quality
- Credit Application Review
- Administrative Support
- Credit Card Payment Processing
- Account Management
- Data Evaluation
- Document Control
- Order Processing
Additional Information
- NMLS# 1095806
- Advanced VA Processing, Self-Employment Income, FHA Operations, Jumbo loan certification,
- Fraud Manager & LS connect
- Operations; OFAC
- Magnolia Bank-Employee of the Month, Sept 2015, May 2016, Jan 2018 and May 2018, Whatever it takes award recipient (Magnolia/Peoples) 2014 and 2015.
Timeline
Options Counselor
CICOA Aging And In-Home Solutions
12.2023 - Current
Processor
E Mortgage Capital- DMR CAPITAL LLC
05.2023 - 10.2023
Underwriting Analyst/Processor/Sales Assistant Team Member
The Federal Savings Bank
08.2020 - 05.2023
Loan Coordinator
Magnolia Bank, Peoples Bank
07.2013 - 08.2020
Clinical Psychology
Augusta State University
Bachelor of Arts And Sciences - Psychology, Sociology (Criminal Justice)
Wright State University
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